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YCM

Yousif Capital Management Portfolio holdings

AUM $8.94B
1-Year Est. Return 42.6%
This Fund
S&P 500
This Quarter Est. Return
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBT icon
951
Cabot Corp
CBT
$4.48B
$1.27M 0.01%
16,732
-1,375
-8% -$107K
SFBS
952
ServisFirst Bancshares
SFBS
$4.86B
$1.27M 0.01%
15,797
-3,121
-16% -$259K
MRCY icon
953
Mercury Systems
MRCY
$6.69B
$1.27M 0.01%
16,385
-2,578
-14% -$160K
MHO icon
954
M/I Homes
MHO
$3.85B
$1.26M 0.01%
8,732
-1,784
-17% -$241K
CLSK icon
955
CleanSpark
CLSK
$3.12B
$1.26M 0.01%
86,974
-16,275
-16% -$184K
AES icon
956
AES
AES
$10.5B
$1.26M 0.01%
95,512
-1,330
-1% -$17.3K
MWA icon
957
Mueller Water Products
MWA
$4.07B
$1.26M 0.01%
49,228
-9,806
-17% -$250K
GHC icon
958
Graham Holdings Company
GHC
$4.92B
$1.26M 0.01%
1,067
-77
-7% -$79.6K
WSC icon
959
WillScot Mobile Mini Holdings
WSC
$4.09B
$1.26M 0.01%
59,506
-11,319
-16% -$292K
ENB icon
960
Enbridge
ENB
$113B
$1.25M 0.01%
24,837
-5,885
-19% -$277K
MSGS icon
961
Madison Square Garden
MSGS
$9.61B
$1.25M 0.01%
5,509
-724
-12% -$148K
VTRS icon
962
Viatris
VTRS
$18.6B
$1.25M 0.01%
125,941
-5,471
-4% -$53.3K
GNW icon
963
Genworth Financial
GNW
$3.74B
$1.25M 0.01%
140,077
-31,170
-18% -$257K
POOL icon
964
Pool Corp
POOL
$7.23B
$1.25M 0.01%
4,020
-717
-15% -$225K
SXT icon
965
Sensient Technologies
SXT
$5.59B
$1.24M 0.01%
13,235
-2,644
-17% -$289K
RUN icon
966
Sunrun
RUN
$2.46B
$1.24M 0.01%
71,711
-13,385
-16% -$179K
SPSC icon
967
SPS Commerce
SPSC
$2.65B
$1.23M 0.01%
11,846
-2,383
-17% -$284K
ALGN icon
968
Align Technology
ALGN
$12.1B
$1.23M 0.01%
9,845
-132
-1% -$20.7K
CWK icon
969
Cushman & Wakefield Ltd
CWK
$3.22B
$1.23M 0.01%
77,217
-13,474
-15% -$190K
VRRM icon
970
Verra Mobility
VRRM
$723M
$1.23M 0.01%
49,767
-10,489
-17% -$259K
UHS icon
971
Universal Health Services
UHS
$9.85B
$1.23M 0.01%
5,996
-260
-4% -$46.8K
PTGX icon
972
Protagonist Therapeutics
PTGX
$9.75B
$1.22M 0.01%
18,426
-4,978
-21% -$283K
OSIS icon
973
OSI Systems
OSIS
$3.82B
$1.22M 0.01%
4,888
-939
-16% -$214K
MRNA icon
974
Moderna
MRNA
$24.5B
$1.22M 0.01%
47,090
+2,234
+5% +$62.3K
TMDX icon
975
Transmedics
TMDX
$3.03B
$1.22M 0.01%
10,838
-2,070
-16% -$242K
37 38
39
40 41

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Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.